Amy Webber and Kit Lancaster
Kit Lancaster CFP®, AWMA is the founder of Sterling Edge Financial. He graduated from the University of Denver with a bachelor’s degree in finance and accounting. As a Registered Representative, Investment Advisor Representative, and Certified Financial Planner (CFP®), Kit strives to implement investment and insurance solutions and help his clients build a quality financial future. He holds FINRA Series 7 and 66 licenses, along with health and life licenses. Kit founded Sterling Edge Financial in 2018 with one goal: building a firm focused on culture, client engagement, and providing an empathic client experience. Kit enjoys supporting veterans and the veteran community in Chicagoland. He is a veteran who deployed twice in support of Operation Iraqi Freedom as a Field Artillery Officer with the 214th Fires Brigade.
Sterling Edge Financial has offices in Chicago and Itasca, IL, where they focus on providing financial awareness, behavioral coaching, hyper-personal advice, ongoing accountability, plan execution, and plan updates. Kit and his team strive to deliver ultra-customized client engagement, ongoing advice, and solutions and strategies for emerging professionals and business owners.
https://www.sterlingedgefinancial.com/
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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